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Financial Dashboard

Business Dashboards Best Practices

Rearrange Widgets So Your Favorites are Up Top

You can limit the amount of dashboard scrolling by keeping your most frequently used widgets at the top of your dashboard. /#keep”>WorkingPoint Setup widget is great when you are setting up your account, but after? Not so much. Click the “x” in the upper right hand corner and WorkingPoint will hide the widget.

What are Business Dashboards?

Business dashboards, also referred to as financial dashboards, help you stay on top of your business. They’re called “dashboards” because they are meant to provide you with key information on one page where you can conveniently access it – much like the control panel or dashboard of a car. Dashboards help you “drive” your business decisions by keeping important information front and center.

Cutting-edge financial dashboards include moveable mini applications known as widgets, short for “window gadgets.” Widgets mine your activity for data and present it as bite-sized business intelligence – data you can interpret and use to make important decisions. For example, a widget may include your 5 top selling products and services and their cumulative sales totals. Knowing your top products and services gives you insight into what your customers are buying so you can expand your offerings and meet the markets demands.

Why should I use a Business Dashboard?

If you are like most small business owners, you have a lot on your plate. You are juggling everything from sales and marketing to customer relations and order fulfillment, from purchasing to vendor relations, facilities and equipment maintenance, employee recruiting and hiring, payroll and firing, government compliance… the list goes on and on. You don’t always have the time to examine your business reports but you still need to make decisions, lots of them and quickly.

Information + Insight = Control of Your Future

Financial dashboards take the work out of working the numbers and help you make better decisions for your business faster because they take your data as you enter it and transform details into meaningful, concise summaries you can understand. And when you understand your business, you can make your decisions confidently.

How do I use the Business Dashboard in WorkingPoint?

WorkingPoint is a complete small business management system, so you don’t just get a view of pieces of your business, like only “>bookkeeping, you get the whole picture. From sales to marketing, banking to bookkeeping, the WorkingPoint financial dashboard gives you insight into all aspects of your business.

Click the Add Widgets link to view available widgets and add them to your dashboard, rearrange widgets by dragging and dropping them where you want and hide widgets when you want by closing them. We don’t actually delete them. You can bring them back later if you want.

With the WorkingPoint Business Dashboard you can go to one place to answer critical questions—and make better decisions in less time.